Filed January 9, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
WARREN AVERETT, LLC2 years Filed as: WARREN AVERETT Service code 10 · EIN 63-1239864 | Accounting | $10,368 |
FIOCC3 years Service code 60 | Sub-TA Fees | $0 |
FIIOC5+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$1,363 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,524 | $73,404+22.0% | $87,102+2.8% | $67,584+32.5% |
| Participation rate | 82.8% | 80.9%+2.0pp | 76.9%+6.0pp | 71.3%+11.5pp |
| Annual return | 21.56% | 48.29%-26.7pp | 28.19%-6.6pp | 378.59%-357.0pp |
| Employer contribution / active EE | $2,615 | $2,014+29.9% | $2,521+3.7% | $2,148+21.8% |
| Participant deferral / active EE | $3,566 | $3,913-8.9% | $4,048-11.9% | $3,540+0.7% |
| Admin fee / account holder | $26 | $142-81.6% | $7,493-99.7% | $142-81.7% |